NWJJX Mutual Fund

NAV$9.30

AUM$374M

TER0.60%

Holdings762

NWJJX Mutual Fund

NAV$9.30

Nationwide Loomis Core Bond Fund Institutional Service Class

AUM$374M

TER0.60%

Holdings762

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Holdings Overlap Analysis

Compare NWJJX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NWJJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NWJJX Mutual Fund Overlap Analysis

NWJJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NWJJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 762 holdings, NWJJX may share significant positions with broad-market funds.

NWJJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NWJJX tax-loss harvesting finds highly correlated but non-identical funds.